ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 646 Value ($000) $42 Avg Close — Range —
Q3 2025
Shares 646 Value ($000) $42 Avg Close — Range —
Q2 2025
Shares 802 Value ($000) $49 Avg Close — Range —
Q1 2025
Shares 802 Value ($000) $46 Avg Close — Range —
Q4 2024
Shares 888 Value ($000) $51 Avg Close — Range —
Q3 2024
Shares 12 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 30 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 18 Value ($000) $1 Avg Close — Range —